Prediction is Difficult . . . Especially About the Future

by Charles Lewis Sizemore, CFA
Submitted by Sizemore Insights as part of our contributors program Prediction is Difficult . . . Especially About the Future by  Charles Lewis Sizemore, CFA In the immortal words of the physicist Niels Bohr, “Prediction is very difficult...
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The Fed’s Easy-Money Era

by Martin Hutchinson
Submitted by Wall St. Daily as part of our contributors program The Fed’s Easy-Money Era By Martin Hutchinson, World Banking Analyst Is there any hope for a change in U.S. monetary policy as a result of the 2016 federal elections? Th...
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Bubble Battle: China’s Shenzhen vs. U.S. Tech Boom

by Alan Gula
Submitted by Wall St. Daily as part of our contributors program Bubble Battle: China’s Shenzhen vs. U.S. Tech Boom By Alan Gula, Chief Income Analyst European equity markets were routed Monday after Greece instituted capital controls ...
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News Corp’s Print Media Will Continue To Decline, Though Other Segments Show Promise

by Trefis Team
News Corp’s  (NASDAQ:NWSA) print business continues to face headwinds amid declining circulation and a shift in ad spending to other media. The trend is visible across the industry due to higher penetration of the Internet. As online inform...
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Can This Year’s TItle Line-up Boost GameStop’s Top-line Growth?

by Trefis Team
The American video-game retailer, GameStop (NYSE:GME), has been the victim of the changing trends in the gaming industry, with physical software sales declining over the last couple of years. The 2015 Electronic Entertainment Expo (E3), held in L...
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Volkswagen’s China Stronghold Is Under Threat

by Trefis Team
Volkswagen AG (OTCMKTS:VLKAY) leads the Chinese automotive market with around 15% volume share. However, it is facing stiff competition from not only other foreign makers in the country, but also domestic manufacturers who have grabbed a large ch...
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The Two Scenarios That Can Impact Constant Contact’s Valuation In Opposite Ways

by Trefis Team
Constant Contact (NASDAQ: CTCT), the digital marketing service provider to SMEs (Small and Medium Enterprises), has been maintaining stable performance over the last few years. In this article, we discuss two scenarios that can impact Constant Co...
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The Scenario That Can Significantly Impact VeriSign’s Valuation

by Trefis Team
VeriSign   (NASDAQ:VRSN) is the authoritative registry service provider for all .com and .net gTLDs (Generic Top-Level Domains) and is the leader in the domain name market. However, the company has reached a matured stage in the industry wher...
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What Factors Can Drive Hyatt’s Stock Value?

by Trefis Team
Hyatt Hotels (NYSE:H) owned and leased hotel operations have been trending well for the past few years. Key to this performance has been the improving macro-economic environment in the U.S. Hyatt’s hotel occupancy has remained at over 75% w...
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What’s Driving Our Long-Term Forecast For Oil Prices?

by Trefis Team
We recently revised our long-term crude oil price forecast in view of the changed supply-demand outlook, primarily driven by increasing prospects of the finalization of the Iran nuclear deal and a slower than expected deceleration in the U.S. tig...
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Will Southwest Allow Delta To Operate At Dallas Love Field – Permanently?

by Trefis Team
The battle between  Southwest and Delta reached a ceasefire last week, when Southwest temporarily allowed Delta to operate five daily flights using two of its gates at the Dallas Love Field Airport beyond the expiration of their gate-sharing arra...
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Here’s How P&G’s Brand Consolidation Program Could Backfire and Push Its Valuation Below $60

by Trefis Team
Last year, leading consumer processed goods company Procter & Gamble (NYSE:PG) embarked on an ambitious brand consolidation program to revive its flailing growth. Under the program, it plans to dispose of about 100 brands out of its portfolio...
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Has Johnson & Johnson’s Stock Peaked?

by Trefis Team
Johnson & Johnson ‘s (NYSE:JNJ) stock has come down slightly from its peak value and has been more or less stable for a while in absence of any meaningful triggers. Unless and until some good reliable news comes out regarding the compan...
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Altria: Opportunity In The Market For Marijuana?

by Trefis Team
While traditional tobacco volumes have been facing declines, U.S. number one Altria (NYSE:MO) may be presented with a big opportunity in the budding marijuana market, especially as the drug is increasingly getting a legal status across the U.S. I...
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Scenarios That Might Impact QSR’s Valuation

by Trefis Team
Restaurant Brands International Inc (NYSE:QSR), the parent company of two iconic brands, Burger King and Tim Hortons, has been riding on positive comparable sales from both the brands in the last two quarters, which drove the company’s stock pric...
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